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Quickbooks or Sage 50 (Peachtree)

Integrate with Act! Contact Management


View Quickbooks Sales Transactions in Act!

Our partners at Effective Solution created QSalesData - the integration you are looking for. 

Having separate ACT! and Quickbooks databases can be a major source of inefficiency and redundant work. Take your business to the next level of efficiency. Link your ACT! and Quickbooks applications together to eliminate double-entry and make your ACT! users more productive.

Videos on QBsalesData:

Benefits:

  • Improved productivity.  Less time re keying data.  Less chance of data errors. 
  • Improved Customer Experience.  Obtain an up to date view of Quickbooks sales invoices and payment history for the person right from the ACT contact screen. 
  • Enhance Business Intelligence for better decision making.  Know the customer's sales history and engage.
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  • Link Records between ACT! and Quickbooks
  • Synchronize Contact Data between ACT! and Quickbooks
  • Create Quickbooks Customers from Records in ACT!
  • Create Quickbooks Invoices, Estimates, Sales Orders from ACT!
  • Create ACT! records from Quickbooks customer records
  • Convert ACT! Opportunities to QB Transactions

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Quickbooks Item List syncs to ACT! Product List

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View Quickbooks Sales Transactions in ACT!


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  • View the last 5 years of Sales Totals in ACT!
  • View Past Due Balance information and Last Invoice Date in ACT!
  • Configure/Map which fields push between ACT! and Quickbooks
  • All data resides in ACT! fields and syncs out to remote databases

 Download 15 Day Free Trial for ACT! 2010 or Higher


VideQuickBooks Integration with ACT!

This video provides you an overview of the use and benefits of the ACT and QuickBooks Integration


Sage 50 (formally Peachtree)  Integration with ACT!

This video provides you an overview of the use and benefits of the ACT and Sage 50 (Peachtree) integration:

 

 

For a one-on-one conversation give Julie a call:  269-445-3001  or   Email me.